While in tax season, your file should always be uploaded at least 2 or 3 times a week, although daily is best. When your tax season is over, then at least once per month is all that is needed, twice a month is even better.
If you want to work with us on an automated FTP daily upload, this will really benefit your tax office and save you lots of time. If you are interested, please contact us at support@autoagent.com and we would be glad to assist.
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